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Wealth Forward LLC’s US Bancorp USB Stock Holding History

Wealth Forward LLC’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Sell
33,482
-2,483
-7% -$139K 1.01% 17
2026
Q1 		$1.87M Hold
35,965
– – 1.06% 17
2025
Q4 		$1.92M Hold
35,965
– – 1.08% 17
2025
Q3 		$1.74M Hold
35,965
– – 1.01% 17
2025
Q2 		$1.63M Hold
35,965
– – 1.09% 14
2025
Q1 		$1.52M Sell
35,965
-2
-0% -$92 1.08% 14
2024
Q4 		$1.72M Hold
35,967
– – 1.21% 14
2024
Q3 		$1.64M Sell
35,967
-48
-0.1% -$2.1K 1.15% 14
2024
Q2 		$1.43M Buy
36,015
+2
+0% +$82 1.12% 13
2024
Q1 		$1.61M Hold
36,013
– – 1.27% 12
2023
Q4 		$1.56M Buy
+36,013
New +$1.32M 1.32% 12

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Forward LLC's USB Position: Q2 2026 in Review

Wealth Forward LLC reduced its US Bancorp (USB) stake by 6.9% in Q2 2026, selling an estimated $139K and leaving 33,482 shares worth $2.02M. The position accounts for 1.01% of the portfolio, ranked #17.

Wealth Forward LLC first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wealth Forward LLC held 33,482 shares of US Bancorp worth $2.02M as of Q2 2026.
  • Wealth Forward LLC sold 2,483 US Bancorp shares in Q2 2026, an estimated $139K.
  • US Bancorp made up 1.01% of Wealth Forward LLC's portfolio in Q2 2026, its #17 holding.
  • Wealth Forward LLC first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.